Financial Adviser
· NEWCASTLE, NSW
William Alexander Smith
No disciplinary history on record with ASIC
NEWCASTLE,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310072
About William Alexander Smith
William Alexander Smith is a financial adviser based in Newcastle, New South Wales, with 2 years of experience in the financial services industry since 2024. William is currently authorised under Count Financial Limited, operating through Count Financial. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Bachelor of Commerce from The University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce
The University of Newcastle
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register